Simon Quick Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
3,502
+709
| +25% | +$57.9K | 0.01% | 625 |
|
|
2025
Q1 | $277K | Buy |
2,793
+291
| +12% | +$28.9K | 0.02% | 458 |
|
|
2024
Q4 | $251K | Buy |
+2,502
| New | +$251K | 0.02% | 391 |
|
|
2021
Q4 | – | Sell |
-160
| Closed | -$9K | – | 409 |
|
|
2021
Q3 | $9K | Buy |
160
+135
| +540% | +$7.59K | ﹤0.01% | 355 |
|
|
2021
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 432 |
|
|
2020
Q1 | – | Sell |
-1,254
| Closed | -$95K | – | 642 |
|
|
2019
Q4 | $95K | Buy |
1,254
+47
| +4% | +$3.56K | 0.03% | 152 |
|
|
2019
Q3 | $89K | Buy |
1,207
+700
| +138% | +$51.6K | 0.04% | 126 |
|
|
2019
Q2 | $34.9K | Buy |
507
+7
| +1% | +$481 | 0.02% | 137 |
|
|
2019
Q1 | $35K | Buy |
+500
| New | +$35K | 0.01% | 247 |
|
|
2018
Q3 | – | Sell |
-400
| Closed | -$27K | – | 334 |
|
|
2018
Q2 | $27K | Sell |
400
-400
| -50% | -$27K | 0.01% | 230 |
|
|
2018
Q1 | $46K | Buy |
800
+236
| +42% | +$13.6K | 0.02% | 178 |
|
|
2017
Q4 | $33K | Sell |
564
-436
| -44% | -$25.5K | 0.01% | 269 |
|
|
2017
Q3 | $55K | Buy |
+1,000
| New | +$55K | 0.02% | 259 |
|